Description
hardware flow control. It is an ideal choice in the field of industrial automation.
In terms of orders, the growth rates of orders, ABB, and Anchuan China in 2019q3 were -15%, 1%, and-21%, respectively, and marginal improvement occurred.
3.1 Q3 Fap Noko”s robot business has narrowed sharply
Fanuc”s revenue in Q3 2019 was 126.4 billion yen, down 22.1% year-on-year, slightly narrower than Q2″s -26.4%; Q3 operating profit was 20.4 billion yen, down
53.6% year-on-year, which was slightly larger than Q2″s -47.50% , the operating profit margin was 16.2%, a slight decline. (Note: FANUC’s 2019 fiscal year is
2019/4/1-2020/3/31, where 2019Q3 refers to 2019/7/1-9/30, corresponding to 2019Q2 in its financial report.)
Q3 Fanuc”s industrial automation revenue was 33.3 billion yen, down 43.3% year-on-year; robot business revenue was 51.5 billion yen, down 2.6% year-on-year
, and the rate of decline narrowed significantly (Q2 fell 19.5% year-on-year), with a quarter-on-quarter growth of 9.2% returning to positive levels; CNC machine tool
business revenue was 18.7 billion yen, down 30% year-on-year, and the rate of decline narrowed; service revenue was 22.9 billion yen, down 4.2% year-on-year.
The growth rate returned to normal, with China’s robot business revenue increasing by 12.3% year-on-year.
Compared with Japan and Europe, where the robot business revenue has decelerated and expanded, and the United States, where the decline has narrowed, the
revenue decline of Fanuc”s robot business in China has narrowed, and the year-on-year growth rate of the robot business revenue has returned to positive levels.
Q3 Fanuc”s revenue in China was 18.3 billion yen, a year-on-year decrease of 33.7% (Q2 was -49.3%), of which China”s robot business revenue was 9.1 billion yen,
a year-on-year increase of 12.3%, and the growth rate returned to positive.
Robot orders growth returns to normal
In Q3 2019, Fanuc received 53.6 billion yen in new orders for robots, a year-on-year increase of 2.9%, marking the second consecutive quarter of positive year-on-year
orders. Orders lead revenue by 1-2 quarters, and Q4 robot business revenue growth is expected to return to positive levels.
Thanks to the recovery of robot orders, the order decline in China narrowed to -15.5%
FANUC”s robot business continues to expand as orders in Japan, Europe, and Asia (excluding China) slow down. Among them, its orders in the United States continued
to recover strongly, while the decline in orders in China narrowed significantly.
In Q3, Fanuc received 35.7 billion yen in new orders in the United States, a year-on-year increase of 15.2%, continuing high growth. The decline in orders in China has narrowed
significantly. During the period, new orders received in China were 18.6 billion yen, a year-on-year decrease of 15.5%, a sharp contraction.
3.2. Yaskawa Electric’s Q3 robot business situation
Yaskawa expects its consolidated net profit for fiscal 2019 (ending February 2020) to be 19 billion yen, a year-on-year decrease of 54%. Sales will fall by 12% to 420 billion yen,
and operating profit will fall by 50% to 25 billion yen. China”s order volume, which has attracted much market attention, shows signs of bottoming out. It decreased by 21% from
June to August 2019, and the decline has narrowed for two consecutive quarters. On the one hand, the impact of the Sino-US trade war has led to a reduction in investment by
Chinese companies. On the other hand, the exchange rate has also seen a higher-than-expected appreciation of the yen.
3.3. ABB Q3 robot business situation
ABB”s sales revenue in Q3 2019 was US$6.892 billion, order volume decreased by 1%, and order reserve increased by 3%; net profit after tax from continuing
operations was US$422 million, down 1%; net profit was US$515 million, down 15%. Orders in China were down 5% (down 7% in US dollar terms). The market
situation in the traditional power generation market, traditional automobile and automobile-related industries, as well as 3C and machinery manufacturing fields is relatively severe.
Robotics and discrete automation business order demand is weak
The financial report shows that ABB”s order volume in 2019Q3 fell by 1% year-on-year (down 3% in US dollars). Order volume for industrial automation and
electrical and motion control businesses increased slightly, but order demand for robots and discrete automation businesses was weak. Service business orders
accounted for 19% of total orders, a year-on-year decrease of 2% (a decrease of 5% in U.S. dollars). Large orders accounted for 5% of total orders, a year-on-year
decrease of 1%. ABB order backlog up 3% (down 3% in USD)
Orders from China, Europe and the United States declined, while orders from India and Japan grew well.
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57M300B5A PORTESCAP micro-motor
3IF260.60-1 B&R 2005 CPU or programmable interface processor
5AP1130.156C-000 B&R Automation Panel
VARIAN 100010077-06 VARIAN MLC Interface Plug-In Board
VARIAN 100010078-01 VARIAN MLC Interface Plug-In Board
MVME5500 MOTOROLA VMEbus Single-Board Computer
UDD406A 3BHE041465P201 ABB Input output module
PM573-ETH ABB Logic Controller
SBRIO-9607 NI CompactRIO Single-Board Controller
T16054 Flex Kleen Control
R911268888 Rexroth Servo power supply
PCI-6251 NI Multifunction I/O Module
PC834-001-T Kollmorgen Brushless Servo Drive
P0924DB FOXBORO terminal base
P0917MG FOXBORO Terminal block Module
P0916PW FOXBORO Assembly 32 channel contact sensing
PO916NJ-OB FOXBORO DIN Mount Base
P0914XA FOXBORO terminal
VP325 02X Concurrent Technologies Processor Single Board Computer
XV-440-10TVB-1-20 ETON Touch panel
XVS-440-10MPI-1-10 ETON Touch panel
P0904HA FOXBORO Power Supply Module
SQ-300I B&W Hybrid automatic voltage control
P0400VP-0N FOXBORO Communication Processor
P30B04010PCKST SANYO DENKI SERVO MOTOR
SM-100-40-080-P0-45-S1-B0 ELAU Servo motor
MDB-8E Sartorius Weight bearing sensor
MC-TAMR04 Honeywell Low Level Analog Input Multiplexer
KJ3002X1-BF1 Emerson RTD Card
K2-400 DI470A KEBA Input Card
KEMRO K2-400 CP 450C KEBA PLC LCD monitor Liquid Crystal
INFO-4KP-94161B INDEL AG Communication module
IC200PWR101E GE VersaMax power supply module
HP-5517B Agilent Laser interferometer
IC693CPU364 GE single-slot Central Processing Unit
H201TI GE small on-line early warning transmitter
FBM232 P0926GW FOXBORO Ethernet Communication Module
FBM217 P0914TR FOXBORO Input Module
H92A0K9V0H00 FOXBORO Electrical conductivity transmitter
FCM10E FOXBORO I/A SERIES COMMUNICATION MODULE
EMC1600 EtherWAN 16-Bay Media Converter and Ethernet Extender Chassis
DMC-4143 Galil Motion Controller
DS200SIOBH1ABA GE I/O Control Board
D674A905U01 ABB Cartridge U-low HART / Std. FET 300
CE4050S2K1C0 EMERSON I/O Interface Carrier with Carrier Shield Bar
C400/10/1/1/1/00 SCHNEIDER SERVO CONTROLLER
ATCS-15 SCHUMACHER Temperature control unit
ACC-8E PMAC-2 602469-103 Delta Tau Breakout Terminal Block Board
A90L-0001-0515R FANUC Spindle motor cooling fan
350005-02-04-00-00-00 Bently Nevada DC IN Card Input Module
330930-065-01-05 Bently Nevada NSv Extension Cable
SJDE-08ANA-OY YASKAWA SERVO DRIVE MECHATROLINK
330180-51-00 Bently Nevada 3300XL Proximitor Sensor
330130-040-00-00 Bently Nevada 3300 XL Standard Extension Cable
149992-01 Bently Nevada 16 Channel Relay Output Module
126615-01 Bently Nevada Proximitor I/O Module
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